Setting up lead scoring

Modified on Mon, 15 Nov 2021 at 03:34 AM

To set up a new lead score, click on Add Score.

Note: Lead scoring is an Add-On that must be installed or part of your plan.

A popup window will appear where you can assign the score rules. You will be prompted with the following configurations:

An Action Trigger which is the type of engagement or data that the person will be scored on (Ex: a duration on site, Watched a video, opened an email or their company size is 1-10 employees.).
Each Action Trigger has its own Conditions/Filters that must be completed (Ex: if you choose duration on site, you will need to specify which domain you are targeting in this field and the time spent)
The Contact Score and Anonymous Score once a user and/or his data match your Action Triggers and Conditions. You might want to accelerate the scoring for known contacts by assigning them higher scores than anonymous visitors, for certain actions considering you have identifiable contact information on them.
Choose if you want to repeat the scoring process each time it is matched or do it one single time.

When you click on the gear next to Add Score button:

The popup will let you configure the maximum score leads can reach as well as enable a notification alert once a lead has reached a certain score that you specify.

You can explore your Leads, their Status and your Score Rules through:

LeadsStatusScore Rules

That’s how your Leads will appear:

You can search leads, filter them by type (contacts vs anonymous), status or by assigned users. You can also click on a record to view their profile timeline. If you are working in a team environment you can assign leads to different team members from the Assign To option.